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Name Holding Trade Value Shares
Change 		Change in
Stake
JA
3076
JVL Associates
Michigan
$246K -$47.6K -390 -16%
MAP
3077
Moody Aldrich Partners
Massachusetts
$246K +$2.44K +20 +1%
CWA
3078
CogentBlue Wealth Advisors
Tennessee
$246K +$8.54K +70 +4%
LGW
3079
Leslie Global Wealth
Illinois
$245K -$11K -90 -4%
MPW
3080
MA Private Wealth
California
$245K – – –
JTWM
3081
Jackson Thornton Wealth Management
Alabama
$244K -$100K -820 -29%
TWM
3082
Trinity Wealth Management
Pennsylvania
$243K +$4.88K +40 +2%
BDF
3083
Black Diamond Financial
Maryland
$242K +$12.2K +100 +5%
PVAMC
3084
PPS&V Asset Management Consultants
Michigan
$242K – – –
SWM
3085
Scissortail Wealth Management
Oklahoma
$242K +$4.88K +40 +2%
MPM
3086
Meritage Portfolio Management
Kansas
$242K +$39.1K +320 +19%
LIM
3087
Lathrop Investment Management
Arkansas
$242K – – –
FF
3088
Foronjy Financial
California
$242K -$37.8K -310 -13%
PA
3089
Prossimo Advisors
California
$241K -$344K -2,820 -58%
WWM
3090
Waterway Wealth Management
Texas
$241K – – –
JC
3091
Jacobs & Co
California
$240K – – –
CW
3092
Curio Wealth
Maryland
$240K -$842K -6,900 -78%
GPA
3093
Garrison Point Advisors
California
$240K -$24.4K -200 -9%
AWM
3094
Allen Wealth Management
North Carolina
$240K -$2.44K -20 -1%
GWA
3095
Genesis Wealth Advisors
Massachusetts
$240K – – –
LAM
3096
Lakewood Asset Management
Illinois
$240K – – –
OFP
3097
OLIO Financial Planning
Virginia
$240K – – –
PVM
3098
Palogic Value Management
Texas
$240K – – –
YWM
3099
Yoder Wealth Management
California
$240K +$13.4K +110 +6%
SIS
3100
Strategic Investment Solutions
Illinois
$240K +$116K +950 +90%
122 123
124
125 126